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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $106,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,994 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,472 | $78,781-29.6% | $100,535-44.8% | $73,412-24.4% |
| Participation rate | 73.9% | 80.0%-6.1pp | 79.4%-5.5pp | 72.2%+1.7pp |
| Annual return | 49.14% | 31.69%+17.5pp | 30.90%+18.2pp | 59.30%-10.2pp |
| Employer contribution / active EE | $650 | $2,420-73.1% | $3,419-81.0% | $2,234-70.9% |
| Participant deferral / active EE | $5,003 | $6,537-23.5% | $6,271-20.2% | $3,806+31.5% |
| Admin fee / account holder | $6 | $145-95.8% | $8,085-99.9% | $158-96.1% |